Philadelphia Estate Planning Council

Committees

The Philadelphia Estate Planning Council offers many opportunities for member involvement. One of the most rewarding ways to get involved in the council is through our many committees. The committees encompass all activities of the council including planning our social events, publishing our highly informative newsletter, enhancing our website and developing our education programs.

All members are encouraged to actively participate on a committee. Committee participation provides the opportunity to expand your professional relationships and increase your leadership skills.

If you are a member who is interested in becoming involved with any of the PEPC Committees or activities listed below, please contact the PEPC Office at staff@philaepc.org.

CLICK HERE FOR A LIST OF UPCOMING COMMITTEE MEETINGS

Awards
Chair:  Andrew Haas

The awards committee is an invitation-only committee which selects the recipients for the annual Distinguished Estate Planner Award and the Mordecai Gerson Meritorious Service Award.

Diversity Committee
Co-Chairs: Fareeha Arshad & Leanne Evans

The DEI committee seeks to empower and promote inclusion and belonging within PEPC's leadership, membership, and programming. We will organize networking events and promote discussion around diversity, equity, and inclusion with the estate planning community.

  • Professional Women’s network - PEPC’s Professional Women’s Network provides networking connections that support, educate and inspire women to advance professionally and personally within the estate planning community.

Ethics
Co-Chairs: Rick Bell & Glenn Henkel

The Ethics Committee meets to discuss ethical issues surrounding the estate planning profession and hosts an annual seminar on this topic.

Membership
Co-Chairs: Christopher Borden & Jacklynn Barras

The Membership Committee is tasked with growing and sustaining our membership.

NAEPC Engagement Committee
Chair:  Tim Zeigler

The NAEPC Engagement Committee serves as the liaison between the PEPC and the National Association of Estate Planners and Councils. The committee is responsible for promoting the benefits of NAEPC to local council members, promoting the Accredited Estate Planner (AEP) designation, supporting AEP candidates and encouraging PEPC member participation in NAEPC leadership positions.

Newsletter
Co-Chairs: Kim Heyman & Alan Weissberger

The Newsletter Committee organizes and supplies content for our newsletter that is published three times a year.

Outreach
Co-Chairs: Jacklynn Barras & Sharon Greenberg

The Outreach Committee seeks to promote the importance of estate planning to the greater Philadelphia community through educational events, volunteer opportunities and partnerships with other organizations.

Programs
Co-Chairs: Christopher Borden & Stephanie Sanderson-Braem

The Programs Committee determines the speakers and topics for our six luncheons and the annual meeting.

Roundtable
Co-Chairs: Thomas McDonnell & Anthony Weiss

The Roundtable Committee organizes informative smaller brown-bag educational lunch events that are free to members.

Social
Co-Chairs: Jillian Kukucka & Jamie Kelly

The Social Committee organizes many of our great networking events, such as our Welcome Back Party, our Holiday Party, and the always popular Golf and Tennis Outing. The Social Committee also organizes other events, such as our Drop-Ins, which are held at Philadelphia-area bars/restaurants.

Social Media
Co-Chairs: Josh Niles & Julie Olley

The Social Media Committee is in charge of providing and maintaining fresh content on our website at www.philaepc.org and is also tasked with handling our social media (Facebook and LinkedIn). 

Sponsorship
Co-Chairs: Scott Lillis & Erin McQuiggan

The Sponsorship Committee networks with members and local businesses to match PEPC sponsorship opportunities with firms looking to support and work with the local estate planning community.


Calendar

Platinum Sponsors

 
 


 
Become a Sponsor

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

Powered by Wild Apricot Membership Software